-7.2%
SYK vs KWEB
-2.9%
-4.3%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.4% | -0.6% | -1.8% |
| 7D | -12.3% | -4.3% | -8.0% | -12.0% |
| 30D | -22.4% | -13.0% | -9.5% | -21.5% |
| 3M | -12.3% | -7.6% | -4.8% | -11.7% |
| 6M | -24.3% | -21.1% | -3.2% | -22.9% |
| YTD | -22.8% | -28.2% | +5.5% | -20.9% |
| 1Y | -28.8% | -34.9% | +6.1% | -26.5% |
| All | -7.2% | -2.9% | -4.3% | -7.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded KWEB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling